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River Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

River Wealth Advisors’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-240
Closed -$11K – 310
2018
Q4 		$11K Hold
240
– – ﹤0.01% 412
2018
Q3 		$13K Hold
240
– – ﹤0.01% 428
2018
Q2 		$12K Buy
+240
New +$11.9K ﹤0.01% 429

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BW
Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

River Wealth Advisors's IHE Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2019, closing a stake of 240 shares — an estimated $11K sold.

River Wealth Advisors first reported a position in IHE in Q2 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 91 funds tracked by Wall St. Rank hold IHE as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 240 iShares US Pharmaceuticals ETF shares in Q1 2019, an estimated $11K.
  • River Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $13K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.